CRM for Investment Bankers to manage deals, opportunities, contacts and much more. Get up to date status on current deals and opportunities.
Drive deal flow, strengthen client relationships, and optimize operations with our industry leading investment banking CRM software.
Banking on CRM: Customer Relationship Management (CRM) Initiatives Can Help Sustain the Benefits of the Fading Refinancing Wave. Lenders Can See Solid Returns on an Investment in CRM TechnologyTHE RECENT BOOM IN REFINANCING VOLUME WAS LIKE THE "DREAM WAVE" IN SURFING: You know it is the ride ...
firms with sales, research, and investment banking capabilities, and Tier1, a leader in enterprise solutions for capital markets and investment banking, are thrilled to announce a strategic partnership to serve the unique demands of specialized firms in research sales, trading, and investment banking...
Although Customer Relationship Management (CRM) is arguable the most important area of concern to enterprises in an era of electronic commerce (EC), few studies have explored it from an industry-specific perspective to develop usable action plans. The banking industry is one of the major beneficiar...
参考文献: 1. Yang, Q., Yan, X., Hong, S., & Chai, G. (2014). The Application of CRM in Banks and Its Development Trend. 2014 International Conference on Management Science and Engineering (pp. 152-156). IEEE. 2. Varshney, P. (2016). The Investment in Customer Relationship Managem...
Key Features of Banking CRM ScienceSoft builds CRM systems for investment, commercial, or private banks in both retail and corporate sectors. Typically, we cover the following functionality: 360-degree view of bank customers Individual and business customer profiles (containing personal/company-related ...
The Experienced, Expert Guidance You Need All in One Place With our extensive banking experience, we understand the challenges that banks and credit unions face. We’ll take the time to delve into your specific needs and provide practical guidance and solutions with our custom CRM platform. ...
The Experienced, Expert Guidance You Need All in One Place With our extensive banking experience, we understand the challenges that banks and credit unions face. We’ll take the time to delve into your specific needs and provide practical guidance and solutions with our custom CRM platform. ...
These two objectives embrace many aspects of a business, but the investment in an IT solutions strategy is usually at the top of the priorities list. Consequently, the reasons articulated by our respondents for taking the decisive step to invest in a CRM solution are an attempt to address the...